Investment Q&A

Q: If you were to rank these in order of which you would start a position in today, what would that be and why would the first choice be the best of the three? Thx

Q: Are these two in the same space and direct competitors?
Also, I'm trying to understand why VHI stock is performing well, while WELL seems to be flat.
Thanks
John

Q: Hi 5i,
I've owned WELL since the fall of 2020, have bought and sold along the way and I'm now left with a few thousand shares and a net loss of 24% in the name. To some extent due to optimistic forecasts from 5i I've thought that enough of a turnaround might be just around the corner to at least get back to even, and perhaps even make some money - but the longer nothing changes the more my optimism wanes. So, a few questions:
A fella on BNN the other day had VHI as a top pick. Are it and WELL competitors and do their respective addressable markets portend growth?,
If you had to choose one over the other now for a 3 year TFSA hold, which would you go with for some CDN healthcare exposure, and why?
Is there another name that you would choose over both of them?
Thanks 5i, I look forward to your thoughts.
Peter

Q: Greetings 5i team,
What are your favorite Canadian small cap, growth stocks, in order of preference, right now.
Thank you
SP

Q: Could you please compare and contrast CPH and VHI? Looking for key differences or attributes. Is one better than the other, or if starting a new position, would you just allocate funds 50/50?

Q: Could you please provide your observations regarding VitalHub Corp.'s Q4 2023 results? Thank You

Q: WELL has required a lot of patience. I know you still like it, but is there another smallish cap you would select over it? I own TSU, LMN, SIS, and SYZ.

Q: Good morning guys :
Do u agree with Mr donvilles assessment for this this name as potentially being the next great growth stock . Would u buy here at its current price and throw it in a tfsa for many years .
Thx
Mark

Q: Hey team 5i: I’ve paid the price for hanging on to my Lightspeed LSPD shares. I bought into the company in the Spring of 2020, watched it reach its peak of $160.00 plus, per share and yes; was foolish enough to keep the shares during its massive decline, thinking the Company could fight off the Shorts, in much the same way Shopify did a couple of years prior. Anyway, I wish I could say you live and learn, but I just can’t seem to grasp that skill of when to sell! I’m encouraged with the recent change of leadership, but not all that confident that Dax Dasilva can make the changes necessary to bring the stock price back to where it once was! / I’ve been watching Vitalhub Corp (VHI) over the past # of weeks and note the positive commentary as it relates to it being a stock to watch! / Would it be a wise decision to sell my LSPD shares and buy into VHI? / Thank You in advance. I appreciate your great service. Stan.

Q: I am thinking of selling WELL held in my TFSA.for over 3 years and buying VHI can you provide 3 current metrics compared to historical metrics you use to value VHI thanks Richard

Q: please comment on vhi expansion news out this a.m. and the health care space
as well.
thank you

Q: can you comment please on vhi acquisition news today

Q: your view on vhi 1-2 years
thank you

Q: This company seems to be doing a lot of things right. The ceo Dan Matlow knows this space well, based on my conversations with him a few years ago. It's business is primarily in the UK but it is making some inroads in Ontario. How does one go about evaluating this business: what comparable companies and what ratios etc do you use? Thank you as I am not very good at determining values in the software industry.

Q: Looking at Canadian technology stocks. I'm going to assume you figure CSU and SHOP are the mainstays here, so I would like to know how you would rate the following 10 other Cdn technology stocks on a scale of 1-10, for a long term hold, with 10 being a stock you would absolutely want to have in a portfolio and 1 being something of no interest at all. CLS, CTS, DCBO, DSG, GIB.A, KXS, NVEI, OTEX, TCS, VHI. I have included very small company VHI because their recent Q3 looked quite good to me. Also, if there are 1 or 2 that look like very compelling buys at this time, could you indicate which ones please. Thanks.

Q: With the new TFSA limit, how would split into 4 purchases with a 20 year hold. Assuming RRSP is diversified and with no other holdings. Does BAM, BN or TOI hit your radar. Also, I am retiring in 20 years. Thanks as always.

Q: Any reason for sudden increase in price today? Was there any news ?

Q: Would appreciate your assessment of their just released earnings. Clearly the market seems pleased.

Thanks as always.

Q: Thoughts on their earnings and longer term prospects?

Q: I took the big dividend from ECN - 15k bought three 5K positions VHI (-20%) STC (-80%) & CTS (-50%) to diversify the growth portfolio in my TSFA, losing percentages are app. are these positions worth keeping? My other thought is to sell and put the money back into ECN where the management has a proven track record of managing the risk and creating value for longer term shareholders